house · trading 2020-09-08 → 2022-11-08
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2021-01-04 | ECL | SELL | $1K–$15K | $214.31 | $271.85 2026-07-13 | -26.9% exit |
| 2021-01-04 | COP | SELL | $1K–$15K | $39.57 | $112.85 2026-07-13 | -185.2% exit |
| 2021-01-04 | CMP | SELL | $1K–$15K | $61.86 | $29.53 2026-07-13 | +52.3% exit |
| 2021-01-04 | CCEP | SELL | $1K–$15K | $48.40 | $106.00 2026-07-13 | -119.0% exit |
| 2021-01-04 | BRK.B | SELL | $50K–$100K | $228.45 | $496.85 2026-07-13 | -117.5% exit |
| 2021-01-04 | BIIB | SELL | $1K–$15K | $242.95 | $209.03 2026-07-13 | +14.0% exit |
| 2021-01-04 | BAC | SELL | $1K–$15K | $30.03 | $59.50 2026-07-13 | -98.1% exit |
| 2021-01-04 | ASMB | SELL | $1K–$15K | $72.48 | $26.96 2026-07-13 | +0.5% rt |
| 2021-01-04 | ARW | SELL | $1K–$15K | $97.62 | $201.78 2026-07-13 | -106.7% exit |
| 2021-01-04 | AAPL | SELL | $1K–$15K | $129.41 | $317.31 2026-07-13 | -145.2% exit |
| 2020-12-28 | SLNO | BUY | $1K–$15K | $28.65 | $53.01 2026-05-18 | +85.0% |
| 2020-12-28 | RETA | BUY | $1K–$15K | — | — | — |
| 2020-12-28 | ASMB | BUY | $1K–$15K | $72.12 | $26.96 2026-07-13 | -62.6% |
| 2020-12-21 | LBRDA | exchange | $1K–$15K | $146.45 | $30.73 2026-07-13 | -79.0% |
| 2020-09-25 | MNTA | SELL | $1K–$15K | — | — | — exit |
| 2020-09-08 | XOM | SELL | $1K–$15K | $38.18 | $144.51 2026-07-13 | -278.5% exit |
| 2020-09-08 | UNH | SELL | $1K–$15K | $307.25 | $429.09 2026-07-13 | -39.7% exit |
| 2020-09-08 | T | SELL | $1K–$15K | $22.29 | $21.55 2026-07-13 | +3.3% exit |
| 2020-09-08 | TGTX | SELL | $1K–$15K | $23.96 | $55.01 2026-07-13 | -129.6% exit |
| 2020-09-08 | STZ | SELL | $1K–$15K | $187.76 | $134.51 2026-07-13 | +28.4% exit |
| 2020-09-08 | STT.PG | SELL | $1K–$15K | $27.76 | $21.31 2026-07-10 | +23.2% exit |
| 2020-09-08 | SPG.PJ | SELL | $1K–$15K | $69.00 | $54.95 2026-07-10 | +20.4% exit |
| 2020-09-08 | SNX | SELL | $1K–$15K | $61.40 | $251.31 2026-07-13 | -309.3% exit |
| 2020-09-08 | NWL | SELL | $1K–$15K | $16.36 | $5.14 2026-07-13 | +68.6% exit |
| 2020-09-08 | MTB.PK | SELL | $15K–$50K | $102.26 | $237.26 2026-06-26 | -132.0% exit |
| 2020-09-08 | MO | SELL | $1K–$15K | $43.07 | $71.87 2026-07-13 | -66.9% exit |
| 2020-09-08 | JNJ | SELL | $15K–$50K | $147.26 | $257.77 2026-07-13 | -75.0% exit |
| 2020-09-08 | INO | SELL | $1K–$15K | $115.32 | $1.16 2026-07-13 | +99.0% exit |
| 2020-09-08 | HD | SELL | $15K–$50K | $269.26 | $337.11 2026-07-13 | -25.2% exit |
| 2020-09-08 | F | SELL | $1K–$15K | $7.03 | $13.85 2026-07-13 | -97.0% exit |
| 2020-09-08 | CVX | SELL | $15K–$50K | $78.97 | $182.20 2026-07-13 | -130.7% exit |
| 2020-09-08 | BXP | SELL | $1K–$15K | $86.58 | $67.04 2026-07-13 | +22.6% exit |
| 2020-09-08 | BRK.B | SELL | $50K–$100K | $217.80 | $496.85 2026-07-13 | -128.1% exit |
| 2020-09-08 | BAND | SELL | $1K–$15K | $144.89 | $73.81 2026-07-13 | +49.1% exit |
| 2020-09-08 | ACAD | SELL | $1K–$15K | $38.20 | $25.50 2026-07-13 | +33.3% exit |
| 2020-09-08 | AAPL | SELL | $15K–$50K | $112.82 | $317.31 2026-07-13 | -181.3% exit |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Sheldon Whitehouse | 25 · AAPL, F, HD, JNJ, MO, NWL |
| SUSAN M COLLINS | 25 · AAPL, CVX, HD, JNJ, NWL, STZ |
| Josh Gottheimer | 24 · AAPL, BRK.B, CVX, F, HD, JNJ |
| John A. Yarmuth | 22 · AAPL, BRK.B, CVX, HD, JNJ, MO |
| David A Perdue , Jr | 21 · AAPL, CVX, HD, JNJ, MO, STT.PG |
| K. Michael Conaway | 21 · AAPL, CVX, F, HD, JNJ, MO |
| Mike Kelly | 21 · AAPL, BRK.B, CVX, F, HD, JNJ |
| James B. Renacci | 20 · AAPL, CVX, HD, JNJ, MO, STZ |
| Thomas H Tuberville | 20 · AAPL, BRK.B, CVX, F, JNJ, NWL |
| Thomas R Carper | 20 · AAPL, F, HD, JNJ, MO, NWL |
| Kurt Schrader | 19 · AAPL, BRK.B, CVX, HD, JNJ, T |
| Alan S. Lowenthal | 18 · AAPL, BRK.B, HD, JNJ, STZ, T |